“Sell me this pen.” You are probably familiar with this question - made famous by the movie The Wolf of Wall Street. Chances are, people who know and apply the correct response to this question are expert salesmen.
They are the ones regarded as experts in their field, trusted by their customers and able to close deals effortlessly. Why? Because the technique to sell is to know the person first. What their needs are, what kind of pens do they use, do they use a pen, what's important to them – etc. Once you find out what exactly they need, then you can tell them about what you have, and they will be willing to listen
However, in real life, it is easier said than done. Unless the person already knows you, chances are, they have their guards up- tight-lipped about their situation, especially the numbers. Without knowing the customer, it is almost impossible to provide a financial recommendation that can help them.
Finances go beyond income & expenses. Asset(Property) is the piece of the pie you have yet to tap on. Discover creative ways to help your clients unlock cash from properties. Open their eyes to the full potential of their wealth.
Interest rates change everyday. Most Singaporeans are overpaying for their mortgage, yet they are not aware. Imagine how amazed they will be if you help them save a few thousand dollars every year, easily through refinancing?
Once you helped them, it is a different story now. With this info & momentum, you will be able to create opportunities and recommend the right strategy to generate more even wealth for your clients - making yourself indispensible to clients.
Mortgage is usually a person’s biggest financial commitment, and everyone needs it at some point whether during financial crisis or good times. With another offering under your belt, you increase lifetime value of your clients.
Our team at Colab has more than 60 years of banking experience collectively and is part of the largest mortgage advisory firm in Singapore- Redbrick Mortgage Advisory. We believe in achieving success with our clients by creating synergy through the pooling of resources and expertise. We have helped finance:
Retail mortgages financed
Properties financed
Mortgage range
who want to differentiate themselves from the competition, provide COMPLETE financial advice to their client, be seen as financial experts, and unlock new opportunities through understanding mortgage planning
who want to know and access the most effective way to manage mortgages.
who want to know the features of different types of loans available and take on the
“Intellectual capital will always trump financial capital.”
—Paul Tudor Jones,
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